Part-Time Remote Licensed Financial Advisor – Virtual Advice Team

Job Overview

This job isn’t about finding clients; it’s about engaging them. As a licensed financial advisor on our Virtual Advice team, you will work with over 800,000 existing clients, build trust, and create financial strategies that align with their goals.

From Day 1, you’ll start at a competitive base salary of $50k–$55k per year with additional monthly sales bonuses based on results and client impact.

• Comprehensive medical, vision, and dental coverage
• 401(k) matching up to 6% with pension plan
• Robust tools such as Salesforce, Money Guide Pro , and more
• Tuition reimbursement
• Flexibility to work from home or the office
• 4 weeks of PTO
• Up to 20 hours of volunteer time off
• Corporate gift matching up to 3:1

• Currently holding Securities Series 7 license
• Positive, energetic and results‑driven
• Collaborative and team‑oriented
• Strong relationship builder
• College degree or equivalent work experience
• Ability to pass a background check (criminal and financial)
• Can pass life and health and 66 licensure within 90 days of transfer if necessary
• Eligibility to be securities registered and insurance licensed in all 50 states
• Previous experience with Salesforce (or similar CRM), financial planning, and consultative sales models (or similar strategies)

Part‑Time Remote Licensed Financial Advisor – Virtual Advice Team, Job
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